Alpine Trusts Lawyer, California

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Timothy J. Doherty
About | Practice Areas
Law Office of Timothy J. Doherty
10 Crater Lake Ave Medford, OR 97504» view map
Estate Law
Experience You Can Trust

The topic of wills and trusts can be confusing, but my job is to help you decide what’s right for you. Call me to set up a free consultation.

800-878-0640
1. Timothy J. Doherty Medford, OR
  Attorney at Law- OR
  Empire College School of Law, J.D. 2012
2. AboutLaw Office of Timothy J. Doherty
  Experience You Can Trust
3. Practice AreasExpertise
  Estate
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Walter E. Pinkerton

Wills & Probate, Corporate, Wills, Trusts

Status: In Good Standing

CONTACT

16466 Bernardo Center Drive, San Diego, CA 92128

Michael John Martindill

Trusts, Estate

Status: In Good Standing Licensed: 41 Years

CONTACT

Alpine, CA 91903

Emil Alfred Joseph Zuccaro

Real Estate, Litigation, Trusts, Business

Status: In Good Standing Licensed: 45 Years

CONTACT

2710 Alpine Blvd, Alpine, CA 91901

Thomas Richard Amantea

Traffic, Trusts, Gift Taxation, Car Accident

Status: Inactive Licensed: 26 Years

CONTACT

283 Surrey Dr, Bonita, CA 91902

John Phillip Altomare

Litigation, Lawsuit & Dispute, Trusts, Estate

Status: In Good Standing Licensed: 32 Years

CONTACT

4364 Bonita Road, Bonita, CA 91902

Maria Elia Lopez

International, Trusts, Corporate, Business

Status: In Good Standing Licensed: 15 Years

CONTACT

4364 Bonita Rd, Bonita, CA 91902

Michael John Kelleher

Intellectual Property, Trusts, Estate

Status: In Good Standing Licensed: 46 Years

CONTACT

4133 Acacia Ave, Bonita, CA 91902

Donald Gustave Gravalec

Litigation, Trusts, Elder Law, Corporate

Status: In Good Standing Licensed: 41 Years

CONTACT

2562 Hollywood Dr, Campo, CA 91906

Benjamin Soulek Green

Commercial Real Estate, Wills, Trusts, Business

Status: In Good Standing Licensed: 17 Years

CONTACT

227 3Rd Ave, Chula Vista, CA 91910

Michael Alfred Green

Real Estate, Trusts, Estate, Business

Status: In Good Standing Licensed: 49 Years

CONTACT

227 3Rd Ave, Chula Vista, CA 91910

800-923-0641

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LEGAL TERMS

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

DEED OF TRUST

See trust deed.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

FUNDING A TRUST

Transferring ownership of property to a trust.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

SAMPLE LEGAL CASES

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...

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Alpine Trusts Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Walter E. Pinkerton

Michael John Martindill

Emil Alfred Joseph Zuccaro

Thomas Richard Amantea

John Phillip Altomare

Maria Elia Lopez

Michael John Kelleher

Donald Gustave Gravalec

Benjamin Soulek Green

Michael Alfred Green

TIPS

LEGAL TERMS

SPRINKLING TRUST

CONTINGENT BENEFICIARY

DEED OF TRUST

SUMMARY PROBATE

INTER VIVOS TRUST

SPECIFIC BEQUEST

ESTATE TAXES

FUNDING A TRUST

TRUSTEE

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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